List your personal data. This can include your Social Security Number, driver’s license number, VA claim number, your date of birth and the names and phone numbers of family members.

Make arrangements for access to your safe-deposit box. In many states, if you are the sole owner of your safety deposit box, the box may be closed upon death and not opened until probate and appointment of a representative for the estate. Make sure copies of your will and other important documents are available outside of your safe-deposit box.

List loan payments. This listing should include information about credit cards, mortgages, consumer loans, and auto and personal loans.

List other income sources and government benefits. This includes pensions and Social Security. For information on military benefits, check with the Veteran’s Administration or your nearest military installation’s casualty assistance office.